Deployed since 2024 to all our customers’ shareholders, Uptevia Investors is based on two pillars: security and autonomy. It promises shareholders complete autonomy to manage the assets they hold.
This site allows you to :
- Consult your personal details, with the option of changing your postal and bank details online,
- Access your allocations and their characteristics,
- View details of your holdings, in debt rights and shares,
- Act on your holdings, with the option of selling your available shares,
- Track your past and current transactions,
- View available documents (statements, notices, etc.),
- Subscribing to the dematerialisation of documents,
- Subscribe to e-notification of general meetings.
It also meets the latest security standards for enhanced protection against fraud, and is compatible with the European DSP2 directive.
You can carry out your transactions on your own, thanks to a series of accessible steps, explanatory guides and simulations.
What new features are planned for 2025?
Uptevia Investors will be gradually enhanced to meet your needs. In addition to secure access, features such as instant transfer, account aggregator and dematerialised account opening agreement with electronic signature, among others, will make the user experience even easier in the coming months. To find out more, see the list below.